See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,845 | $80,717-55.6% | $154,803-76.8% | $84,808-57.7% |
| Participation rate | 92.7% | 66.8%+25.9pp | 78.1%+14.7pp | 68.3%+24.4pp |
| Annual return | 21.00% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,222 | $2,761+16.7% | $4,305-25.2% | $2,631+22.5% |
| Participant deferral / active EE | $7,685 | $3,303+132.7% | $5,540+38.7% | $4,212+82.5% |
| Admin fee / account holder | $371 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |